Crowdstrike Holdings Inc (CRWD)vsSynopsys Inc (SNPS)
CRWD
Crowdstrike Holdings Inc
$242.49
-0.47%
TECHNOLOGY · Cap: $211.69B
SNPS
Synopsys Inc
$378.47
+2.93%
TECHNOLOGY · Cap: $76.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 75% more annual revenue ($9.42B vs $5.40B). SNPS leads profitability with a 11.4% profit margin vs 0.8%. SNPS appears more attractively valued with a PEG of 2.13. SNPS earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold43
out of 100
Grade: D
SNPS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-88.0%
Fair Value
$211.39
Current Price
$378.47
$167.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Revenue surging 42.4% year-over-year
Earnings expanding 89.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 42.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : SNPS
The primary concerns for SNPS are PEG Ratio, Return on Equity, Piotroski F-Score. A P/E of 69.5x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
SNPS is growing revenue faster at 42.4% — sustainability is the question.
SNPS generates stronger free cash flow (746M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNPS scores higher overall (59/100 vs 43/100) and 42.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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